|
1976
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1977
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1978
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$4K
|
-$208K
|
1
|
0%
|
Reduced
|
|
|
1979
|
SJS Investment Consulting
Sylvania,
Ohio
|
$4K
|
-$5.3K
|
12
|
0%
|
Reduced
|
|
|
1980
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$3.75K
|
+$4.35K
|
2
|
0%
|
New
|
|
|
1981
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$3K
|
-$5.4K
|
1
|
0%
|
Reduced
|
|
|
1982
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$3K
|
+$87
|
3
|
0%
|
Increased
|
|
|
1983
|
IFS Advisors
Overland Park,
Kansas
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1984
|
Lake Point Wealth Management
Rockwall,
Texas
|
$3K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1985
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$3K
|
-$30K
|
1
|
0%
|
Reduced
|
|
|
1986
|
WR Wealth Planners
Columbia,
Missouri
|
$2.33K
|
+$2.07K
|
1
|
0%
|
New
|
|
|
1987
|
|
$2K
|
+$2.08K
|
1
|
0%
|
New
|
|
|
1988
|
Delos Wealth Advisors
Dallas,
Texas
|
$2K
|
-$3.63K
|
1
|
0%
|
Reduced
|
|
|
1989
|
Private Ocean
San Rafael,
California
|
$2K
|
+$604
|
3
|
0%
|
Increased
|
|
|
1990
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2K
|
+$2.17K
|
1
|
0%
|
New
|
|
|
1991
|
Sierra Capital
Miami,
Florida
|
$2K
|
-$2K
|
2
|
0%
|
Reduced
|
|
|
1992
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$2K
|
+$231K
|
1
|
0%
|
New
|
|
|
1993
|
Financial Enhancement Group
Anderson,
Indiana
|
$1K
|
-$5.42M
|
2
|
0%
|
Reduced
|
|
|
1994
|
Focused Wealth Management
Newburgh,
New York
|
$1K
|
-$303K
|
1
|
0%
|
Reduced
|
|
|
1995
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1996
|
Longfellow Investment Management
Boston,
Massachusetts
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1997
|
SOA Wealth Advisors
New York
|
$1K
|
$0
|
4
|
0%
|
Maintained
|
|
|
1998
|
TimeScale Financial
Danvers,
Massachusetts
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1999
|
Cornerstone Management
Duluth,
Georgia
|
$812
|
$0
|
1
|
0%
|
Maintained
|
|
|
2000
|
Kelly Financial Services
Braintree,
Massachusetts
|
$520
|
-$7.39K
|
1
|
0%
|
Reduced
|
|